Position in PPL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$560,626
-$30,786 QoQ
Shares Held
15,423
-0.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#533
of 1,038 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PPL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Gladstone Institutional Advisory LLC holds $12,814,890 across 16 Utilities - Regulated Electric names. PPL ranks #8 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
46,757 | $4,103,861 | |
| 2 | SO |
Southern Co
|
23,803 | $2,278,185 | |
| 3 | LNT |
Alliant Energy Corp
|
13,529 | $1,032,127 | |
| 4 | DUK |
Duke Energy CORP
|
5,333 | $675,051 | |
| 5 | EXC |
Exelon Corp
|
13,935 | $649,649 | |
| 6 | AEP |
American Electric Power Co Inc
|
4,478 | $612,635 | |
| 7 | DTE |
Dte Energy Co
|
3,876 | $590,586 | |
| 8 | PPL |
PPL Corp
This page
|
15,423 | $560,626 |
All Filings in PPL
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $560,626 | 15,423 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $591,412 | 15,482 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $519,696 | 14,840 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $551,194 | 14,833 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $519,533 | 15,330 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $539,302 | 14,935 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $490,925 | 15,124 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $527,626 | 15,950 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $469,248 | 16,971 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $461,788 | 16,774 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $420,754 | 15,526 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $672,213 | 28,532 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $741,223 | 28,013 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $707,616 | 25,463 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $708,088 | 24,233 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $579,044 | 22,842 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $539,615 | 19,890 | Shares | Sole | 2023-01-30 | |
| 2022-03-31 | $537,413 | 18,817 | Shares | Sole | 2023-01-30 | |
| 2021-12-31 | $526,591 | 17,518 | Shares | Sole | 2023-01-30 | |
| 2021-09-30 | $405,654 | 14,550 | Shares | Sole | 2023-01-30 | |
| 2021-06-30 | $467,714 | 16,722 | Shares | Sole | 2023-01-30 | |
| 2021-03-31 | $401,308 | 13,915 | Shares | Sole | 2023-01-30 | |
| No filing history on record for this holder in this stock. | ||||||